Carson Wealth (CWM LLC)’s Lightspeed Commerce LSPD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LSPD Stock Details LSPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$959	Sell	107 -277	-72%	-$2.77K	﹤0.01%	5404
2025 Q4	$5K	Buy	384 +300	+357%	+$3.55K	﹤0.01%	4824
2025 Q3	$1K	Hold	84	–	–	﹤0.01%	5149
2025 Q2	$1K	Hold	84	–	–	﹤0.01%	5028
2025 Q1	$1K	Hold	84	–	–	﹤0.01%	4931
2024 Q4	$1K	Buy	+84	New	+$1.38K	﹤0.01%	4740
2023 Q3	–	Sell	-25	Closed	–	–	4369
2023 Q2	$0	Hold	25	–	–	﹤0.01%	4337
2023 Q1	$0	Sell	25 -51	-67%	-$808	﹤0.01%	4220
2022 Q4	$1K	Buy	+76	New	+$1.24K	﹤0.01%	3783

Other funds holding LSPD

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LSPD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Lightspeed Commerce (LSPD) stake by 72% in Q1 2026, selling an estimated $2.77K and leaving 107 shares worth $959. The position accounts for ﹤0.01% of the portfolio, ranked #5404.

Carson Wealth (CWM LLC) first reported a position in LSPD in Q4 2022 and has held it in 9 quarters since. The position peaked at $5K in Q4 2025. 101 funds tracked by Wall St. Rank hold LSPD as of Q1 2026.

Carson Wealth (CWM LLC) held 107 shares of Lightspeed Commerce worth $959 as of Q1 2026.
Carson Wealth (CWM LLC) sold 277 Lightspeed Commerce shares in Q1 2026, an estimated $2.77K.
Lightspeed Commerce made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5404 holding.
Carson Wealth (CWM LLC) first reported a position in Lightspeed Commerce in Q4 2022 and has held it in 9 quarters since.
Carson Wealth (CWM LLC)'s Lightspeed Commerce position peaked at $5K in Q4 2025.
101 funds tracked by Wall St. Rank held Lightspeed Commerce as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.